Tom Bradley, known as an advocate for independent advisory firms, was hired to support advisors with under $100 million in assets.

Medicare savings programs, discounts on prescription drugs and rental assistance are a few ways retirees can lighten their load.

In search of new sources of revenue now that it has slashed fees on stock trades, the brokerage giant could use the influx of deposits to grow its loan portfolio and add new banking services.

Mergers and acquisitions involving wealth advisors and brokers reached a seven-year annual high in November, according to data compiled by Bloomberg.

The fund gained 22% last month, beating more than 1,970 rivals.

The PE-backed wealth management holding company will grow to 2,500 advisors upon closure of its latest acquisition.

The Kansas City Royals unveiled an investor group that includes the Creative Planning president and other prominent hometown fans.

While the acquisition still needs regulatory approval, combining the two companies could be considered “anti-trust” in a different way.

Among immediate changes, Tim Hockey resigned as chief executive of TD. Here's what else advisors can expect.

Planners who manage less than $100 million in client assets question their future at Schwab.

Planners who manage less than $100 million in client assets question their future at Schwab.

Planners who manage less than $100 million in client assets question their future at Schwab.

America’s original discount broker will now have even more sway over the sector it pioneered nearly a half-century ago.

The decisions made before they retire are integral to their success, according to an expert.

The deal would combine two of the biggest companies running platforms used by independent financial advisors.

The acquisition creates a discount brokerage behemoth that experts say could reshape automated advice.

The potential acquisition would unite two firms that custody assets for more 7,000 independent advisory firms.

he potential acquisition would unite two firms that custody assets for more 7,000 independent advisory firms.

The deal would consolidate an industry under pressure from a price war.

The firm hasn’t made any decisions about advisor retention bonuses, but some top shareholders will earn tens of millions of dollars once the deal closes.